At a Glance
- Tasks: Support advisers with client services through phone and admin tasks.
- Company: Join Partners Wealth Management, a leader in client-focused financial services.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Dynamic role with opportunities for growth and learning.
- Why this job: Make a real difference in clients' lives while building strong relationships.
- Qualifications: Strong communication skills and a knack for relationship-building.
The predicted salary is between 40500 - 49500 £ per year.
To support advisers in the delivery of a high-quality, compliant, and effective service to clients through a combination of telephone and administrative support. Acting as a central point of coordination between advisers, providers, and clients, the role is responsible for ensuring a smooth and positive advice journey, fostering strong relationships and delivering an excellent client and partner experience throughout the process.
Key Responsibilities
- Liaise directly with clients and relevant third parties (phone/email)
- Work with relevant product providers to obtain accurate policy information for valuation and annual review production
- Maintain all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures
- Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
- Research providers/funds, using in-house models and other proposition guidance
- Support and process new business and Life Cover quotations as and when required
- Managing the underwriting process
- Executing trades as instructed by partner/s
About You
Skills and experience
- Capable of building relationships whilst delivering a level of service which exceeds expectations
- The ability to draft reports and letters regarding client investments under partners' guidance/supervision
- Excellent verbal and written communication skills, with the ability to work under pressure
Administrator employer: 7IM
At 7IM, we pride ourselves on being an exceptional employer, offering a collaborative work culture that fosters professional growth and development. As a Senior Paraplanner, you will not only play a crucial role in supporting our advisers but also have the opportunity to mentor junior staff, ensuring a rewarding career path in the heart of financial planning. Our commitment to compliance and excellence, combined with a supportive team environment, makes 7IM a fantastic place to build your future.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like 7IM. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from 7IM.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like 7IM. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Administrator
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in 7IM and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show 7IM how you can be a team player!
How to prepare for a job interview at 7IM
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with 7IM.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with 7IM's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
